Administrative Assistant-Wealth Advisory Team

PrincePerelson & Associates • Cohoes, NY • 2h ago

Administrative Assistant - Wealth Advisory Team

Cohoes, NY

$25/hour + Overtime Opportunity

Are you an organized, detail-oriented administrative professional who thrives in a fast-paced, client-focused environment? We're seeking an experienced Administrative Assistant to support a team of financial professionals and help deliver an exceptional client experience.

This is an excellent opportunity for someone who enjoys juggling multiple priorities, interacting with professionals at all levels, and serving as a key member of a collaborative team.

What You'll Do

Manage complex calendars, schedule meetings, and coordinate conference calls

Support multiple advisors and account managers with day-to-day administrative needs

Arrange travel and process expense reports

Coordinate client and advisor meeting logistics, including resolving scheduling conflicts

Prepare, edit, and distribute correspondence, reports, and presentations

Handle confidential client information with professionalism and discretion

Respond to client requests and assist with client account onboarding activities

Organize and ship client materials

Support new hire onboarding and team integration efforts

Assist with general office administration, including filing, scanning, inventory management, mail processing, and special projects

What We're Looking For

5+ years of administrative experience, preferably supporting executives, advisors, or professionals in a corporate environment

Strong calendar management and scheduling experience

Excellent written and verbal communication skills

Exceptional attention to detail and organizational abilities

Ability to prioritize competing demands and work effectively under pressure

Professional demeanor with sound judgment and discretion when handling confidential information

Strong proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook)

Experience with expense management systems such as Concur is a plus

Self-starter who takes initiative and anticipates needs

Positive attitude and team-first mindset

Why Apply?

Competitive pay with overtime opportunities

Exposure to a professional financial services environment

Collaborative and supportive team culture

Opportunity to make a meaningful impact while supporting experienced professionals

Stable role with a well-established organization

If you're a polished administrative professional who enjoys staying organized, solving problems, and supporting a high-performing team, we'd love to hear from you.

Apply today!

PrincePerelson & Associates is an Equal Opportunity Employer and complies with all provisions of the EEO and ADA laws. We do not discriminate in our

employment practices on the basis of race, color, religion, national origin, sex (including sexual orientation and sexual identity), age, genetic information, parental status, military status, disability, or any non-merit-based factors or other federal, state, or locally protected class. All applicants applying for U.S. job openings must be authorized to work in the United States

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